Jim Bianco joins Fox Business to discuss Election Betting Odds, Wall Street Adjustments due to the Election & Bitcoin/Crypto Markets Response with Charles Payne.... Read More
Jim Bianco joins Bloomberg to discuss the market impact of the attempted Trump assassination, the Election & the Economy.... Read More
There should be zero rate cuts this year, says Jim Bianco. However, he suspects the Fed will probably cut rates in September. He also gives his take on what to expect from markets next week.... Read More
Interesting charts from our most recent CoT report. ... Read More
Several liquidity charts worth watching as the Fed's reverse repo facility continues to be drained... Read More
Jim Bianco joins Fox Business to discuss the 2024 U.S. Presidential Election & Betting Markets, U.S. Government Spending & Immigration with Charles Payne.... Read More
Jim Bianco joins Fox Business to discuss the relationship between Japanese Yen Intervention & U.S. Bond Yields, along with the Psychological Toll of Inflation with Charles Payne.... Read More
Jim Bianco discusses this saying that PCE data shouldn?t move the market too much. He talks about how he would pay attention to the University of Michigan Inflation Expectation which will be on Friday as well. He goes over next steps for the Fed, highlighting that this is as good as inflation is going to get. Finally, he looks at how the consumer has been a big driver of this economy.... Read More
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper... Read More
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period.... Read More
Private pension funds typically have much smaller funding gaps than their government counterparts.... Read More
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
Over the past couple decades, households' real estate equity and direct stock ownership have moved in lockstep.... Read More
Roughly 39% of FDIC deposits in the U.S. are uninsured.... Read More
When economies suffer through a recession, they change. Evidence suggests this is what happened to the U.S. economy in 2020. Now inflation is the dominant force. Should the Fed ignore this and cut rates, spurring more inflation, the consequences could be devastating.... Read More
Today's topics include stocks & liquidity, are you ready for another round of debt ceiling drama?, El-Erian argues timing of first cut matters as much as terminal rate, higher rates present opportunity for active equity, Fed communication, gold as a global reserve, the rental market & inflation, and momentum trading... Read More
Consumer confidence came in much worse than expected last week. Democrats have soured on the economy as election hopes falter. Since so much of economic data is opinion surveys, like consumer confidence, economists will look at this data and conclude the economy is worsening when these surveys are actually political opinions, not economic ones.... Read More
